Streamlining fundraising and grantmaking - Seminar intro

The PLATFORMPromoting Salesforce’s Gift 1 Ⓒ Sho-net Systems Ltd. & ISC Ltd.

Streamlining Fund-raising and Grant –making processes

[16th November 2010]

Clyde Williams – Sho-net Systems&

Ian J Seath – Improvement Skills Consulting


Agenda

Welcome and introductions

Streamlining Fundraising• Tina Carr, Director: The Rory Peck Trust

Break

Managing the Grant-making process • Geoff Sloan: Safer London Foundation

Improving processes, training staff and ensuring effective SF implementation• Lucy Mills: Nimbus Partners

Implementing Salesforce.com

Lunch


About us

We help organisations to improve fund-raising, focus on improving relationships and to develop winning bids

Work with NCVO and Salesforce.com to enable charities to benefit from the Salesforce Foundation’s offer

We help organisations to create SMART business plans, improve process performance and simplify the way they manage projects


Current challenges

Public sector bad, voluntary sector good!

Meeting the expectations of public sector

service commissioners

Provide more, with less

Changing technology and high costs of staying

up-to-date

Workforce of volunteers/interns: how to train in

processes and systems, especially if not office-

based


Today’s focusFund-raising fundamentals

Managing relationships

Assessing & targeting donors

Tracking interactions with donors

The sheer administration of all that is required

Grant-making processes

Qualifying grant applications

Managing approvals

Tracking outcomes and benefits

Reporting benefits to funders

Cash-flow forecasting


What is Cloud Computing?


We’re all part of the movement to the Cloud

TodayCloud Computing

Applications

1960sMainframe

1980sClient/server


The economic advantage of Cloud Computing

Yefim Natis, VP,

No capital expense

Modest operating expense

Scales with your organisation

Focus on your Mission, not your IT

Multi-tenant

Pay-as-you-go

Elastic


The Salesforce.com Foundation donation programme

10 user licenses per eligible organisation

(6000+ non-profits currently)

This includes basic software support –

response within 48-hours

Additional licenses sold at 80% discount

Typical non-profit organisation benefits: Implemented in 43 days

Achieved an ROI of 89% in 6 months

Average 23% increase in income

Source: Salesforce.com 2008 survey


THE RORY PECK TRUSTCase Study 1


THE SAFER LONDON FOUNDATION

Case Study 2

Streamlining fundraising and grantmaking - Seminar intro

Business

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